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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $327,252 | $185,312+76.6% | $161,489+102.6% | $154,746+111.5% |
| Participation rate | 84.2% | 82.5%+1.7pp | 78.7%+5.5pp | 80.7%+3.5pp |
| Annual return | 16.90% | 103.84%-86.9pp | 89.72%-72.8pp | 172.34%-155.4pp |
| Employer contribution / active EE | $4,870 | $4,769+2.1% | $4,268+14.1% | $4,379+11.2% |
| Participant deferral / active EE | $13,519 | $6,350+112.9% | $5,630+140.1% | $6,730+100.9% |
| Admin fee / account holder | $1,784 | $18,654-90.4% | $16,006-88.9% | $14,365-87.6% |